DeFi蓝橘子
@BlueOrange522
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Founded @elaralabs | @tsinghua_Uni @uchicago alumnus | DeFi/acc | Runner
block
Joined June 2024
Most DeFi failures were not surprises. They were the result of reimplementing existing financial models on-chain, where composability and incentives scaled faster than coordination and risk controls. A look at how those mechanics shaped DeFi’s major cycles 👇
zircuit.com
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Michael是DeFi里的传奇， 从0到1建立以太坊最大的借贷协议@eulerfinance 被黑客攻击，凭借其智慧追讨回来超过2亿美金的资金； 全额赔偿用户； 面临项目TVL和币价一度归零，没有放弃项目； 再次从0到1建立创新的模块化借贷； 通过几十家审计公司，并重新达到几十亿美金的TVL； 有担当，能创新。True
It has been almost six years since I started building Euler. It has been a demanding journey, requiring an extraordinary amount of tenacity, resilience and determination, with real highs (and a few notable lows) along the way. It is a journey that has shaped me both
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@sssionggg Capital formation is super hard. It takes 10 years with TradFi with funds that have a 10year+ horizon. I think it would be better to emulate this setup instead of buy backs. I think the closest thing in crypto has been staking. That some holders that are willing to hold
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🚀 My first vibe coding project is live! Fluid Position Monitor Monitor your @0xfluid positions automatically! ✅ Multi-chain support ✅ Health Factor alerts ✅ Risk visualization Get it here: https://t.co/SzkLwq3WO9
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Manus is entering the next chapter: we’re joining forces with Meta to take general agents to the next level. Full story on our blog:
manus.im
Manus is joining Meta, and we’ll continue delivering our current services while accelerating product improvements to bring more powerful, reliable general AI agent capabilities to more users and...
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为什么10倍比2倍容易
2014 年， Peter Thiel 用 1 个小时， 把“如何从零做出垄断”讲清楚了。 不是技巧。 不是增长黑客。 是底层逻辑。 他解释了三件已经发生过的事： 为什么 Google 几乎不可替代。 为什么 PayPal 能从一堆失败的支付公司里活下来。 为什么 Facebook 能把所有社交对手碾碎。 核心不是聪明。 是结构。
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built a simple tool to find best asset to borrow in on @0xfluid and how much you can save per year i have now built more in crypto than rushi and charles hoskinson combined 💪 https://t.co/E5xwziwaw3
both on @aave and @0xfluid it is always much cheaper to borrow in $USDtb than in $USDC $USDtb 1y avg: 3.8% $USDC 1y avg 6.66% both are backed by t-bills the difference is that Ethena passes their t-bill yield to depositors whereas Circle keeps it so $USDtb depositors get
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Salute to the best apps and builders behind
Defi Excellence Award Nominees: @aave
@ethena_labs
@maplefinance
@SkyEcosystem
@Polymarket
@OndoFinance
@Securitize
@pendle_fi
@CurveFinance
@Morpho
@Uniswap
@LidoFinance
@HyperliquidX
@0xfluid
@jito_sol
@JupiterExchange Tune in live to the awards ceremony on
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Fluid Reserve buybacks are ongoing. So far, 867.65 ETH (~$3.19M USD) has been deployed to buy back FLUID. - 0.72% of total FLUID supply is now held in the Fluid Reserve, equivalent to ~0.93% of circulating supply This reserve reflects our long-term approach to capital
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The DeFi part is worth reading. prop AMM and on-chain CLOB is rising, Traditional AMM DEXes should think of how to compete. Meanwhile, the margin rate for DEXes is also in very low level of around 0.01% - 0.02%, signaling high competiveness of the field
We are so back! The Messari Theses for 2026 is live and available for free. Jump into the full report now ⬇️
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If an altcoin is splitting its token and equity, it has no value. You should not buy the token.
BREAKING: Stani and Aave Labs rush a Christmas vote on the issue of Aave asset(s) ownership without community coordination. It seems like the Labs is trying to rush a conclusion to the issue before the DAO can coordinate, imo if this proposal fails AAVE should go to zero
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段永平概括的真好，本分、平常心。 越接近“道”，也就越接近成功吧。
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Predictable cost = Scalable economy Fixed-rate lending is the "missing link" for DeFi to truly compete with TradFi. Ppl can't build massive economic planning or corporate credit on volatile, unpredictable rates. Certainty is the prerequisite for scale.
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Web3 Loan is live 🚀 Borrow crypto on-chain through @VenusProtocol using your existing assets as collateral — directly in Binance Wallet. Manage everything seamlessly in one place! Learn More 👉 https://t.co/FYSmXkXUoX
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AAVE是借贷市场无可争议的引领者，也是DeFi里的"Apple“。不过其治理架构确实存在一定的歧义，AAVE团队把自己放在Labs，事实上是和DAO产生了某种竞争和对立关系。 这方面@HyperliquidX做的就很好，自己团队拿了大量token，然后100%手续费反哺token，和token
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A lending/cdp product manager should read this thoroughtly
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